It is worth noting that due to the need to produce the new Model S and Model X, Tesla upgraded its production line, which resulted in zero production of Model S and Model X in the first quarter and only 2,020 deliveries, significantly lower than the previous level of more than 10,000 units per quarter, which affected Tesla's delivery volume in the quarter. However, Tesla said in the announcement that the new Model S and Model X models have been well received, and the corresponding new production facilities have been installed and tested in the first quarter, and are now in the early stages of mass production.
Compared with
the first quarter of last year, Tesla's most important action was the official launch of the Chinese-made Model Y in early January this year, which set off the second wave of Tesla's sales in China. In its announcement, Tesla specifically mentioned that the home-made Model Y has been warmly received in China and the Shanghai Super Factory is rapidly ramping up production to achieve full capacity.
According to Tesla's previously announced plan, the current weekly production capacity of Model 3 at the Shanghai Superfactory has increased to 5,000 units and the annual production capacity is up to 250,000 units, while the domestic Model Y is expected to reach 200,000 units per year.
The sales performance of the domestic Model Y in the first two months of this year was outstanding. According to the data of the Passenger Association, Tesla's sales in China in February were 18,318 units, of which Model Y sales were raised to 4,630 units, an increase of nearly three times compared with January.
In addition to the Chinese market, Tesla still maintains a leading position in the European market. According to data from foreign related agencies, Tesla Model 3 was the best-selling electric car in the European electric car market in February, with deliveries of 5,506 units.
Lack of core price increase, can Tesla hit 800,000 delivery targets this year?
The first quarter Tesla achieved an open door, but the second quarter the company is still facing heavy challenges, the first is the impact of the chip shortage.
Market research firm IHS MARKIT said in a recent report that the shortage of automotive chips could cause the automaker's production to drop by 1.3 million units in the first quarter. Li Shaohua, deputy secretary general of the China Association of Automobile Manufacturers, said that in the short term, the shortage of automotive chips is a problem of imbalance between supply and demand in the market, which cannot be regulated by non-market means in the short term, and the imbalance between supply and demand of automotive chips is expected to last until the third quarter of this year. Recently, Azera also decided to suspend the production of Hefei factory for 5 days due to the shortage of chips.
The price of chips and other components rose, and on March 24, Tesla raised the starting price of the Chinese-made Model Y to 347,900 yuan, an increase of 8,000 yuan, the first price adjustment since the launch of the domestic Model Y in early January this year. Tesla China responded by saying that the price increase was mainly influenced by the company's rising production and manufacturing costs.
In addition, Tesla on the same day in the United States will be Model 3 standard range upgrade and long range all-drive version of the price at the same time increased by $ 500, which is only two weeks from the last price increase of Model 3 - March 11 Tesla United States also on the Model 3 price increase of $ 500, which means that in March Tesla in the United States has increased the price of Model 3 $ 1000.
In the past, Tesla advocated lowering production costs and then giving profits to consumers, but in reality, the price was reduced in exchange for market share, driving the company's deliveries to increase year after year. Earlier this year Wall Street analysts believed that Tesla's delivery target for this year would be between 825,000 and 875,000 units, an increase of 65% to 75% year-on-year.
Musk and company CFO Zachary Kirkhorn declined to provide specific guidance on deliveries this year during a conference call in January, but they said they would provide more information in the second quarter. zachary Kirkhorn said on the call, "We continue to expect long-term compound annual growth of 50 percent, and by 2021 we could be well ahead of that number
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